EF

Empirical Finance Portfolio holdings

AUM $1.91B
1-Year Est. Return 20.92%
This Quarter Est. Return
1 Year Est. Return
+20.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
+$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$696K
3
+$684K
4
MSFT icon
Microsoft
MSFT
+$664K
5
MTH icon
Meritage Homes
MTH
+$664K

Top Sells

1
+$26.9M
2
+$10.5M
3
+$9.89M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$9.14M
5
QVAL icon
Alpha Architect US Quantitative Value ETF
QVAL
+$8.92M

Sector Composition

1 Technology 27.37%
2 Healthcare 12.03%
3 Financials 10.77%
4 Consumer Discretionary 10.06%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.84M 0.13%
1,822
+25
152
$1.83M 0.13%
13,977
+13
153
$1.83M 0.13%
7,526
+42
154
$1.83M 0.13%
5,834
+39
155
$1.81M 0.13%
12,040
+60
156
$1.8M 0.13%
26,592
-65
157
$1.77M 0.12%
18,129
+124
158
$1.75M 0.12%
676
-3
159
$1.75M 0.12%
1,988
-2
160
$1.74M 0.12%
48,471
+335
161
$1.72M 0.12%
8,669
+93
162
$1.71M 0.12%
46,319
+224
163
$1.71M 0.12%
18,913
+128
164
$1.68M 0.12%
138,096
+929
165
$1.68M 0.12%
12,125
+34
166
$1.68M 0.12%
29,186
+218
167
$1.67M 0.12%
20,270
-40
168
$1.63M 0.11%
21,314
+155
169
$1.62M 0.11%
2,921
+13
170
$1.62M 0.11%
21,684
+181
171
$1.62M 0.11%
40,115
+1,015
172
$1.58M 0.11%
12,759
+117
173
$1.58M 0.11%
8,278
+9
174
$1.57M 0.11%
2,777
+14
175
$1.56M 0.11%
23,631
-54
5 6
7
8 9